Did you know your index segment doesn’t start on your policy issue date? With Indexed Universal Life, timing matters. Your policy issue date, index segment start date, and when performance is reported all happen at different times. For example: • Policy issued: February 1 • First index segment created: about 14 days later Once your index segment starts, it follows its own annual cycle. Your annual policy statement may confirm the segment exists, but it won’t yet show how it performed. 📄 Index p
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Did you know your index segment doesn’t start on your policy issue date? With Indexed Universal Life, timing matters. Your policy issue date, index segment start date, and when performance is reported all happen at different times. For example: • Policy issued: February 1 • First index segment created: about 14 days later Once your index segment starts, it follows its own annual cycle. Your annual policy statement may confirm the segment exists, but it won’t yet show how it performed. 📄 Index p
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There are 3 main components in a Index Universal life insurance policy. 1. Potential for cash growth that can be used for supplemental retirement income. 2. Provides a Death benefit to protect your family and its tax deferred. 3. Shields cash component for the impact for the impact of market decline. With this type of policy, you can also be your own personal bank. To learn more about Index Universal Life Insurance,, click the link in my bio to schedule an appointment with me. #iul #lifeinsuranc
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There are 3 main components in a Index Universal life insurance policy. 1. Potential for cash growth that can be used for supplemental retirement income. 2. Provides a Death benefit to protect your family and its tax deferred. 3. Shields cash component for the impact for the impact of market decline. With this type of policy, you can also be your own personal bank. To learn more about Index Universal Life Insurance,, click the link in my bio to schedule an appointment with me. #iul #lifeinsuranc
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Not all life insurance was created equal! An index universal life insurance policy can protect your legacy and Compound your money tax free to help you become a bank! Your money will grow tax free, never lose, can be accessed with no along the way, and convert into a tax free guaranteed income in retirement. .In the above example the client saves $1200 month for 30 years. In retirement they'll have an estimated $1.28Million that pays them $83k a year for the rest of their lives! So let's get you
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Not all life insurance was created equal! An index universal life insurance policy can protect your legacy and Compound your money tax free to help you become a bank! Your money will grow tax free, never lose, can be accessed with no along the way, and convert into a tax free guaranteed income in retirement. .In the above example the client saves $1200 month for 30 years. In retirement they'll have an estimated $1.28Million that pays them $83k a year for the rest of their lives! So let's get you
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